SynPower (6658) Investor update summary

Company overview

• Focuses on PCB, semiconductor substrates, and advanced packaging applications, integrating wet process, inspection, and machine vision technologies to deliver smart manufacturing solutions.

• Operates a global service network with technical support centers in Taiwan, China, Thailand, and India, ensuring rapid response and support.

• Has evolved from equipment agency to developing proprietary AI-driven smart manufacturing solutions, emphasizing automation and advanced process integration.

• Core products include machine vision inspection, automated optical inspection, advanced wet process equipment, and AI-based manufacturing solutions.

Operating performance

• 2025 consolidated revenue increased compared to 2024, with further growth and improved EPS in Q1 2026.

• Operational efficiency and profitability have shown notable improvement.

• Cash dividend per share has remained stable at 1.20 yuan for the past three years, reflecting a consistent shareholder return policy.

• Maintains a balanced approach between business growth, capital needs, and shareholder returns.

Business outlook

• AI server and HPC demand is driving upgrades in high-end PCB and IC substrate manufacturing, with industry growth projected through 2026.

• Equipment requirements are rising for precision inspection, process stability, automation, and yield management.

• Opportunities are emerging in advanced packaging, glass substrate technology, and photonic packaging inspection, with solutions tailored for process upgrades and overseas expansion.

• AI-based inspection and automation are reducing labor dependence and enhancing quality and efficiency in semiconductor and panel manufacturing.

• Solutions address the full spectrum from wafer to panel processes, supporting new materials and advanced manufacturing needs.